Motley Fool built its reputation by providing high-quality resources at an affordable price. Today, we’re looking at one of the Fool’s most prestigious services in our Motley Fool Everlasting Stocks review.
Stay tuned and find out if this elite research service lives up to the title.
Motley Fool Everlasting Stocks Review: Overview
Everlasting Stocks is Fool’s ultimate advisory service for serious, long-minded investors. It gives you an exclusive peek at Fool CEO Tom Gardner’s personal portfolio.
Motley Fool calls it the Everlasting Stocks portfolio, and it’s stuffed to the gills with quality stocks that are built to last.
Each long-term play in the Everlasting Stocks portfolio has the potential to grow and keep growing for years to come.
In addition, Tom Gardner releases a new stock pick every quarter, so you’ll get a steady stream of new stock recommendations all year.
Membership also includes unlimited access to The Motley Fool’s vast library of educational resources so that you can get even more out of your membership.
And, of course, Fool covers Everlasting stocks with its industry-leading satisfaction guarantee and top-notch customer service team.
It all sounds good, but we’re going to dig a lot deeper. First, what’s the real deal with Motley Fool services?
Motley Fool Review
Motley Fool is one of the most legendary names in the research business. Its investing services have been helping investors get the most out of the market for over 25 years.
Brothers Dave and Tom Gardner founded the Fool with a mission to bring premium-grade research to the masses.
They got their inspiration for the name from the idea of a jester in a royal court.
An adage says this humble fool was often the only person that could speak the truth to the king without fear of reprisal.
The brother decided to take up the humble fool as their mantle and devote their company to honest, independent research.
Decades later, the Fool is one of the most respected independent research houses in the industry.
It’s one of only a handful of retail research services that gets respect on Wall Street. Fool’s investing services win awards and garner industry praise year after year.
Bot Gardner brothers founded the company, but Tom takes the lead in Everlasting Stocks. Let’s see what he brings to the service.
Tom Gardner Review
Tom Gardner is one of the Fool’s founders along with his brother, David Gardner, and he currently serves as the company’s CEO.
Tom’s personal portfolio serves as the model for the Motley Fool Everlasting Stocks, making him the de facto captain of this advisory service.
Tom’s work with other Motley Fool services earned him a reputation as a prudent investor. His work with Motley Fool’s Stock Advisor service helped it beat the S&P 500 by a wide margin.
Many of the same analysts that worked on that Stock Advisor team have followed Tom to his new venture, the Motley Fool Everlasting Stocks portfolio.
If his past work is any indication, Tom is well-qualified to lead this up-and-coming Fool research service.
You’re always in good hands with The Fool at the helm, and Tom Gardner is one of the Fool’s top analysts.
Having an experienced hand at the helm will give you the peace of mind you need to approach every trade with confidence.
Everlasting Stocks Review: What’s Included?
- Unlimited Access to the Motley Fool Everlasting Stocks
- Portfolio Alerts and Updates
- Quarterly Updates from Tom Gardner
- BONUS: Instant-Access to 15 Stock Recommendations
- Satisfaction Guarantee
Motley Fool Everlasting Stocks Review
The Fool Everlasting Stocks portfolio is at the center of this service. It’s the place where you can find all of Tom’s active picks for the service.
Most run-of-the-mill newsletters send out monthly stock picks, but Everlasting Stocks is different. This stock picking service focuses on long-term opportunities with recommended holding periods of at least 5 years.
As a result of this approach, Everlasting Stocks only releases stock recommendations every few months. However, that’s not necessarily a negative. This approach favors quality over quantity.
You get instant access to the full model portfolio when you join Everlasting Stocks, giving you a birds-eye view of Tom Gardner’s personal portfolio.
Instead of waiting for each pick to trickle out through a newsletter, you can check out Tom Gardner’s portfolio in its entirety right of the bat and choose the stocks you like.
You can find all the most recent buy and sell recommendations in one convenient location, so you can find the information you need quickly and efficiently.
To put it simply, the Everlasting Stocks portfolio is a pre-built, professional-grade portfolio that you can use as a model for your own investment account.
Everlasting Stocks Review: Investing Strategy
The Motley Fool Everlasting portfolio models itself on Tom Gardner’s personal holdings. Tom believes in these stocks enough to own them, and that says a lot about his conviction.
While you’re free to modify this approach as you see fit, you should know that Everlasting Stocks uses a portfolio-wide approach.
Many research services focus on taking advantage of short-term moves and hot trades, but Everlasting Stocks doesn’t chase momentum stocks.
Like its name implies, Tom Gardner seeks out buy-and-hold-forever stocks with real value that can withstand the test of time.
Obviously, the stock market constantly fluctuates, so you shouldn’t expect every pick to go up in a straight line.
However, these sturdy companies are well-equipped to navigate short-term volatility successfully, so they’re an excellent fit in any long-term portfolio.
Everlasting Stocks also provides portfolio allocations, so you know exactly how much of your resources you should devote to each pick.
Motley Fool Everlasting Stocks Review: Investing Strategy
Motley Fool’s Everlasting Stocks models itself on Tom Gardner’s personal holdings. Tom believes in these stocks enough to own them, and that says a lot about his conviction.
While you’re free to modify this approach as you see fit, you should know that Everlasting Stocks uses a coordinated, portfolio-wide approach.
Many research services focus on taking advantage of short-term moves and hot stocks, but Everlasting Stocks doesn’t chase momentum stocks.
Like its name implies, Tom Gardner seeks out buy-and-hold-forever stocks with real value that can withstand the test of time. Tom takes a more value-based approach to the market than most.
He favors fundamental analysis over technical analysis so he can focus more on the long-term outlook for each company.
Obviously, the stock market constantly fluctuates, so you shouldn’t expect every pick to go up in a straight line. However, each stock recommendation has significant long-term potential.
The sturdy companies in the Everlasting Stocks portfolio are also well-equipped to navigate short-term volatility successfully, so they’re an excellent fit in any long-term portfolio.
Everlasting Stocks also provides portfolio allocations, so you know exactly how much of your resources you should devote to each pick.
Motley Fool Everlasting Stocks Review: The Data
The Everlasting Stocks portfolio includes a wealth of information on each stock pick.
It quickly and conveniently conveys the most critical data so you can quickly make your trades and go about your day.
Here’s a complete breakdown of what’s included for each recommendation:
- Name and ticker symbol
- Portfolio allocation percentage
- Current market value
- Cost basis
- Current share price
There’s also an option to mark each stock as a favorite, so you can segment the portfolio into a smaller watch list of your favorite picks if you choose.
The Everlasting Stocks team also releases more detailed reports on their holdings, but the model portfolio is the place to go for quick reference.
Motley Fool’s Everlasting Stocks tells you precisely what you need to know quickly, so you don’t get overwhelmed with information.
Everlasting Stocks Alerts and Updates
The market is unpredictable by nature. A stock might look like a lifelong play today, but that could change drastically in a relatively short time.
Fortunately, Fool updates you whenever something occurs that could impact a portfolio position to ensure you can react accordingly.
The Everlasting Stocks strategy doesn’t aim for short-term gains, so it doesn’t barrage you with picks like other newsletters from competitors.
Instead, Tom Gardner takes a more meticulous approach. After all, the service prioritizes long-term holdings, and you don’t usually have to make a ton of trades.
You’ll receive new stock picks every quarter and updates on portfolio recommendations as often as needed.
The model portfolio charts the path, and the updates ensure your trades stay on course.
And, with new stock picks every quarter, you’ll have plenty of opportunities to consider.
Quarterly Updates from Tom Gardner
Every quarter, Tom Gardner releases a new report outlining his latest insights to the market. This is typically the format he uses to introduce new picks into the Everlasting portfolio
As we said before, Tom doesn’t take changing his picks lightly. He intensely studies the market to identify these picks and he’s a harsh judge of quality.
BONUS: Instant Access to 15 Stock Picks
Some newsletters dole out picks slowly to keep subscribers on the hook, but this Motley Fool service doesn’t make you wait to access them.
Let’s face it; many people join research services for the picks. That’s why Fool hits you with 15 stock picks as soon as your sign up.
Getting instant access to so many well-researched picks is like Christmas morning for traders.
If you’re just getting started with the stock market, these stocks can make an excellent foundation for your new portfolio. However, they’re not only useful for beginners.
These stocks can make great additions to just about any portfolio, no matter how long you’ve been trading.
Each recommendation instantly injects value into your portfolio, and you get full access as soon as you sign up.
This lineup of stocks includes some of the most lucrative tech stocks of the decade, including these blockbusters:
Recommendations are great, but you need to understand the stock market to be a truly effective trader.
The best way to understand markets is to follow their day-to-day moves closely. Unfortunately, it’s hard to analyze the data when you’re still learning the ropes.
Fool’s professional-grade analysis will help you advance your understanding of the market’s fluctuation and build your expertise more quickly.
Following the Motley Fool’s analysis expands your experience base and sharpens your skills.
The next time you’re staring down a consequential investing decision, you’ll be able to act more effectively thanks to your newfound insights.
No one likes uncertainty, especially investors. The Motley Fool understands that better than most.
Fool offers a 30-day membership refund period on Everlasting Stocks.
The policy gives you 30 days from your purchase date to return your membership for a refund.
You can sign up with confidence because you won’t get stuck with the tab if you’re not happy.
Refund Policy Review
A 30-day guarantee is pretty routine in the research industry. Some competitors offer longer-term policies, but Motley Fool gives you a treasure trove of resources as soon as you sign up.
They also offer monthly subscription options, so it’s understandable why their policy is shorter than some competitors.
It might not be extraordinary, but thirty days gives you plenty of time to evaluate Everlasting Stocks and decide if it’s right for you.
How Much Does Everlasting Stocks Cost?
Everlasting Stocks is one of Motley Fool’s premium services. As a result, it costs slightly more than Stock Advisor and Rule Breakers.
The Fool offers a one-year subscription to Everlasting Stocks for $299 on their website.
That price includes unlimited access to the Everlasting Stocks model portfolio and everything else we covered above.
Compared to competing services, it’s not a bad price, but it might be out of reach for some traders.
Luckily, we managed to get a special deal for Stock Dork readers.
You can join Motley Fool Everlasting Stocks for just $99 with this introductory deal.
That’s more than 65% off the sticker price. It comes out to just $1.90 a week.
Alternatively, you can sign up for a month for just $39. However, your subscription will renew at the then-current price.
This rule applies to both subscription terms, but the price could go up just a month after you sign up if you choose the monthly option.
If you choose the annual option, you can lock in your low rate and get more for your dollar.
You can decide the best option for yourself, but you’re getting a great deal either way.
Motley Fool Everlasting Stocks Review: Success Rate
The team at Motley Fool has a reputation for beating the S&P 500.
Tom and David Gardner’s portfolios have both outperformed the benchmark index by a wide margin over the years.
The Everlasting Stocks team has an excellent track record for success too. This same team made more than 100 stock picks with an average return exceeding 100%.
In fact, this same Motley Fool team has 4X’ed the S&P 500 over the last 17 years.
Motley Fool has a track record that speaks for itself. Its experts make beating the average benchmark look like a piece of cake.
Everlasting Stocks Reviews by Members
The Motley Fool gets excellent ratings from members. A quick Google search yields countless positive testimonials.
Read these testimonials and see for yourself:
Even Wall Street has warmed up to the Fool. The firm consistently gets high marks from investing publications.
Check out the rave reviews for The Motley Fool from these prominent financial media firms:
As you can see, The Motley Fool gets high praise from its customers and critics. It’s one of the most reputable research firms around so that you can join with the utmost confidence.
Motley Fool Everlasting Stocks Review: Pros and Cons
Motley Fool Everlasting Stocks offers some great benefits, but it has some downsides too. Here are the best and worst things about Motley Fool’s Everlasting Stocks.
Everlasting Stocks Pro
- Long-term strategy
- High-value stock-picking approach
- New picks every quarter
- Instant access to 15 stock picks
- Unlimited Everlasting Stocks model portfolio access
- Regular updates on each position
- Analysis from Motley Fool’s ace research team
- Exclusive insights from Motley Fool’s CEO Tom Gardner
- 30-Day membership refund period
- Get more than 65% off under the current deal
- Excellent average return rate
- Annual and monthly subscriptions are available
Everlasting Stocks Cons
- Motley Fool’s long-minded approach might be too slow for some aggressive traders.
- The introductory rate expires at the end of the subscription terms
- Largely ignores short-term momentum stocks
Is Everlasting Stocks Right for Me?
Everlasting Stocks has a broad appeal, and its strategies are suitable for a wide range of investors.
However, some people will like it more than others. If you fall into one of the following categories, there’s a great chance you’ll enjoy this service.
Just like the name implies, Everlasting Stocks aims for stocks that you can buy and hold forever. It’s an ideal approach for retirement savers, who usually have a lot of time to let their assets appreciate before they cash them out.
Many traders are uncomfortable with the idea of chasing red-hot tech stocks with no revenues. These discerning investors want stock picks with tangible, underlying value, and this approach aligns perfectly with Motley Fool’s Everlasting Stocks strategy.
Motley Fool does more than most services to make sure you sharpen your trading skills. You’ll learn a lot by following the analysis of Tom Gardner and his elite team of researchers. You’ll learn from true pros and pick up good habits, so you can learn to trade the right way.
Low Appetites for Risk
High-octane stock-picking services just chase the latest hype. This strategy works out sometimes, but it’s hard to hit a home run every time. A slow and steady approach can help you better manage your long-term risks and produce more significant returns over time.
Is Motley Fool Everlasting Stocks Worth It?
Motley Fool’s Everlasting Stocks offers a lot of value for the price tag, and it’s an even better bargain at a reduced rate of $99.
You also get 15 stock picks as soon as you sign up, plus full access to the Everlasting portfolio. That’s enough to build a portfolio from scratch.
The model portfolio gives you extensive information on each stock, so you know exactly how to approach each trade. Best of all, Motel Fool’s regular newsletters will keep you update on every position.
Motley Fool’s analysis will give you a better understanding of the stock market’s day-to-day moves, so you can learn more about the market and become a better trader down the road.
Fool also has a sterling reputation for its customer service and an excellent refund policy. You don’t have anything to worry about when you’re dealing with Motley Fool.
A one-year subscription to the Motley Fool Everlasting Stocks typically goes for $299, so it’s an absolute steal for just $99. It’s hard to find a research service of comparable quality for such a low price.
All things considered, Everlasting Stocks is a great deal. Your gains can easily cover the cost of your subscription, and it only takes five minutes a month to keep your holdings on track.
Everlasting Stocks Review: Final Verdict
The Motley Fool Everlasting Stocks portfolio is a whos-who list of the best companies on the market. This service is very straightforward and user-friendly, and its overall strategy is appropriate for a wide range of investing appetites.
Every high-quality stock pick featured in the portfolio is a long-term holding, so you can set your portfolio up quickly and spend less time managing it.
It’s the perfect approach for busy adults and beginners, and Fool does an excellent job educating its readers along the way.
Fool also has an excellent reputation in the investing community, and its research has earned the firm legions of loyal fans since it first launched more than two decades ago.
Finally, Motley Fool’s air-tight 30-day guarantee ensures you will walk satisfied. Top it off with a reduced introductory rate of 65%, and you have one heck of a deal on your hands.
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